Focused on companies with $10M+ Revenue and $1M+ EBITDA with enterprise valuations between $10M and $100M+.
Industry agnostic with extensive experience in software, technology, healthcare, business services & manufacturing.
Licensed investment bankers serving clients across the USA as well as cross border transactions with EU, ASIA & LTAM.
Facilitate transactions that include debt, equity, minority / majority deals and 100% buyout scenarios.
Executing a divestiture or carving out a business unit is a complex undertaking that requires precision, strategic clarity, and careful coordination across functions.
This is why corporations, business owners, and private equity firms rely on us to guide them through the financial, operational, and structural challenges that come with separating assets or non-core divisions.
As a trusted advisor, we help clients streamline their portfolios, unlock hidden value, and ensure the divested entity is positioned for long-term success—whether it is sold, spun off, or transitioned to a new owner.
Our disciplined process focuses on minimizing disruption, preserving organizational continuity, and maximizing value realization through thoughtful preparation, buyer outreach, and seamless execution.
Identify non-core assets suitable for divestiture.
Evaluate standalone financials and operational considerations.
Define transaction goals and required separation scope.
Develop carve-out financial statements and operational plans.
Identify transition service needs and structure TSA terms.
Prepare marketing materials tailored for financial and strategic buyers.
Manage buyer outreach and competitive bid processes.
Support negotiations focused on maximizing value and clarity.
Coordinate post-deal separation to ensure business continuity.